CIK: 0001603837
申報總市值
US$9.1億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DK | Delek US Holdings INC | 股票-其他 | 19.63% | +2.96% | +15.30% | |
| 2 | CIEN | Ciena CORP | 股票-科技 | 18.86% | -1.91% | — | |
| 3 | SEDG | SolarEdge Technologies, Inc. | 股票-科技 | 18.07% | — | — | |
| 4 | ✓ | Mylan N V | 股票-其他 | 10.88% | — | +67.62% | |
| 5 | ✓ | Mellanox Technologies LTD | 股票-其他 | 9.77% | — | -58.76% | |
| 6 | ✓ | Radware LTD | 股票-其他 | 8.23% | — | — | |
| 7 | SEDG | Solaredge Technologies INC | 股票-科技 | 6.36% | -2.18% | EXIT | |
| 8 | FVRR | Fiverr International Ltd. | 股票-其他 | 2.32% | — | — | |
| 9 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.04% | — | — | |
| 10 | MOBL | Mobileiron INC | 股票-其他 | 0.79% | — | — | |
| 11 | ✓ | Tufin Software Technologis L | 股票-其他 | 0.66% | — | — | |
| 12 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 0.62% | — | — | |
| 13 | ✓ | Eloxx Pharmaceuticals INC | 股票-其他 | 0.57% | — | — | |
| 14 | PYPL | Paypal Holdings INC | 股票-金融 | 0.36% | — | — | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | — | -99.51% | |
| 16 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.28% | — | — | |
| 17 | EA | Electronic Arts INC | 股票-通訊服務 | 0.26% | — | — | |
| 18 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.20% | -0.50% | EXIT | |
| 19 | XYZ | Block INC | 股票-金融 | 0.18% | — | — | |
| 20 | MRVL | Marvell Technology, Inc. | 股票-科技 | 0.15% | — | — | |
| 21 | NBIS | Nebius Group NV | 股票-其他 | 0.13% | — | — | |
| 22 | HUYA | Huya Inc-adr | 股票-其他 | 0.11% | — | — | |
| 23 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.08% | — | — | |
| 24 | ✓ | Invesco Qqq Trust | 股票-其他 | 0.07% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DK | Delek US Holdings INC | +1.8% | +15.30% | 加碼 |
| 2 | ✓ | Mylan N V | -0.4% | +67.62% | 加碼 |
| 3 | MSFT | Microsoft CORP | -5.4% | -99.51% | 減碼 |
| 4 | SEDG | Solaredge Technologies INC | -12.5% | -76.29% | 減碼 |
| 5 | ✓ | Mellanox Technologies LTD | -19.7% | -58.76% | 減碼 |
| 6 | CIEN | Ciena CORP | — | NEW | 新建倉 |
| 7 | SEDG | SolarEdge Technologies, Inc. | — | NEW | 新建倉 |
| 8 | RDWR | Radware Ltd. | — | EXIT | 清倉 |
| 9 | ✓ | Radware LTD | — | NEW | 新建倉 |
| 10 | FVRR | Fiverr International Ltd. | — | NEW | 新建倉 |
| 11 | AQ | Aquantia CORP | — | EXIT | 清倉 |
| 12 | AVYAUSD | Avaya Holdings CORP | — | EXIT | 清倉 |
| 13 | PANW 0 07-01-19 | Palo Alto Networks | — | EXIT | 清倉 |
| 14 | CRWD | Crowdstrike Holdings INC - A | — | NEW | 新建倉 |
| 15 | MOBL | Mobileiron INC | — | NEW | 新建倉 |
| 16 | ✓ | Tufin Software Technologis L | — | NEW | 新建倉 |
| 17 | TSEM | Tower Semiconductor Ltd. | — | NEW | 新建倉 |
| 18 | ✓ | Eloxx Pharmaceuticals INC | — | NEW | 新建倉 |
| 19 | PYPL | Paypal Holdings INC | — | NEW | 新建倉 |
| 20 | LYV | Live Nation Entertainment In | — | NEW | 新建倉 |
| 21 | EA | Electronic Arts INC | — | NEW | 新建倉 |
| 22 | TTD | Trade Desk Inc/the -class A | — | NEW | 新建倉 |
| 23 | XYZ | Block INC | — | NEW | 新建倉 |
| 24 | MRVL | Marvell Technology, Inc. | — | NEW | 新建倉 |
| 25 | NBIS | Nebius Group NV | — | NEW | 新建倉 |
| 26 | HUYA | Huya Inc-adr | — | NEW | 新建倉 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 清倉 |
| 28 | CDNS | Cadence Design Sys INC | — | NEW | 新建倉 |
| 29 | ✓ | Invesco Qqq Trust | — | NEW | 新建倉 |